Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dora? Claim Your ProfileDora Martinez is an Investment Advisor Representative at Citigroup Global Markets Inc. based in NEW YORK, NY. Dora has been in the financial industry for over 12 years and has experience working at various financial institutions, including J.P. Morgan Securities LLC, Morgan Stanley and Credit Suisse Securities (USA) LLC. Dora is registered with FINRA and has a Series 6, 7, 63, 65, and 66 licenses. Dora specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/13/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NJ
07/18/2017 - 07/27/2022
J.P. MORGAN SECURITIES LLC (Jersey City NJ)
NY
08/05/2016 - 06/16/2017
MORGAN STANLEY (NEW YORK NY)
NY
03/04/2015 - 05/13/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/14/2011 - 02/18/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/07/2010 - 07/15/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 10/13/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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